How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
William Conklin, CFP®
Financial Planner
(973) 994-2986
Bill Conklin is a seasoned financial planner with a passion for helping individuals and families achieve their financial goals. With over 25 years of experience in the financial industry, he has developed a deep understanding of the complexities of personal finance and investment strategies.
Bill is a graduate of William Paterson University and obtained his CFP designation from Farleigh Dickenson University and is constantly keeping up with the ever-changing landscape of the investment world by attending continuing education classes and investment symposium’s.
Bill’s expertise lies in providing personalized financial advice and creating comprehensive financial plans tailored to his clients’ unique needs and aspirations. He believes in building long-term relationships with his clients, ensuring that he fully understands their financial objectives, risk tolerance, time horizons as well as tax efficiency.
Outside of his professional life, Bill is actively involved in his community, by coaching youth Soccer, Basketball and Baseball. He sits on the open space committee in the town of Ringwood, NJ and the county committee. He enjoys spending time with his wife, Amy, two children Connor and Madison and husky-pit mix Peanut, attending concerts, sporting events, and traveling throughout the US.
Bill (3rd in on the right) with fellow Acorn Leaders Qualifiers 2021-2022
Brianna Castiglia
Assistant
Brianna is a highly organized and detail-oriented administrative assistant with a passion for providing exceptional support to enhance office efficiency.
Brianna understands the importance of exceptional customer service in the financial services sector. She takes pride in prompt and courteous assistance to clients. Her attention to detail and passion for organization assists with the clients application processes and ensures all compliance requirements are met.
Aside from her role within the office, Brianna is a mentor through Big Brother Big Sister of New Jersey and enjoys working part time at a fitness studio. She spends off weekends upstate with her Australian Cattle Dog, Bowie.